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Blog Post

Published
August 9, 2019

Get a Week’s Worth of Strategic Planning Done in One Day

In one eight-hour day, six teams came together to perform scanning, analysis, and prioritization activities, all toward one goal: setting “positive, but not delusional” strategic directions that would be the basis of the college’s strategic plan.

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Conference Presentations

Published
July 14, 2019

2019 Annual Conference | July 2019

Plan and Align Improvement Efforts Across Departments

Abstract: Many institutions are engaged in concurrent, overlapping institutional change initiatives. Being able to plan and align improvement efforts while including all stakeholders without duplicating effort requires new tools and skills. We will share how Olympic College used the planning for a new enterprise resource planning (ERP) system to design improvements in our student-facing systems. You will practice different techniques and tools to visualize institutional processes and identify alignment. We will discuss the use of traditional business management tools to map institutional structures, create cross-departmental capacities, and guide cross-functional teams.

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Conference Presentations

Published
March 8, 2019

2019 North Atlantic Regional Conference | March 2019

Organizational Transformation to an Efficient Student-centered Service Model

We will show how to maintain a friendly warm-touch environment that leverages technology to streamline business processes, collect data, and utilize obtained data to cross train your team and improve productivity.
Abstract: The StudentLink Center, New York University's consolidated services model, has transformed student services delivery. Our highly efficient student-centered model focuses on simplifying services by removing barriers to students. We will show how to maintain a friendly warm-touch environment that leverages technology to streamline business processes, collect data, and utilize obtained data to cross train your team and improve productivity. You will walk away from this session with an understanding of how our service model works and how data collection can serve to enhance cross-training efforts and increase productivity.

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Planning for Higher Education Journal

Published
July 1, 2018

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Disrupting Poor Curricular Processes

A Three-Prong Model Approach with Reflections and Suggestions for Institutional Change

A large-scale change process, such as a curricular process revision, can be made easier by following a proven approach and understanding the potential hazards and challenges involved.

From Volume 46 Number 4 | July–September 2018

Abstract: This article applies the three stages of change (mobilization, implementation, and institutionalization) to the academic curricular process change that occurred during the 2014–2015 academic year at the Indiana University of Pennsylvania. Reflecting on the manner in which this major initiative was conceptualized and executed has revealed an inadvertent yet seamless application of Curry’s (1992) organizational change model. Throughout each stage of this organizational change, some inherent principles were maintained while balancing the required condensed timeline for completion. These principles included consistent and transparent consultation with many branches of the university community and revision of proposed processes based on feedback from community members. The goal of the authors in sharing the change process at IUP is to provide potential insights for others on recognizing a need for organizational process revision. The authors highlight the actions taken at IUP, offer recommendations, and identify potential hazards to institutions contemplating organizational change.

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Planning for Higher Education Journal

Published
July 1, 2017

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Balanced Scorecard Implementation in a School of Nursing

A Case Study Analysis

Implementing the balanced scorecard measurably improved the overall effectiveness of planning activities and increased individual involvement in and understanding of the strategic planning process.

From Volume 45 Number 4 | July–September 2017

Abstract: This article describes execution of the balanced scorecard (BSC) strategic framework in a School of Nursing (SoN). The SoN strategy map was the outcome of the development phase. The two-year implementation phase incorporated balanced scorecards that linked outcome measures to the priority strategies. Thirty-two percent of the defined outcome measures were met. Factors in adopting the BSC framework included development of a strategic plan that supports the college mission and vision, improved communication within the SoN, a united effort to institute strategies to sustain the SoN’s future, and establishment of performance indicators to measure success in achieving those strategies.

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Planning for Higher Education Journal

Published
April 1, 2017

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Integrating Board, System, and University Planning and Performance During a Period of Rapidly Declining State Funding Commitment

Even in the most difficult financial times, integrating planning and budgeting throughout the organization creates opportunities for success.

From Volume 45 Number 3 | April–June 2017

Abstract: In 2009 the Arizona University System (supporting over 130,000 enrollments) through its Board of Regents directed its board president and the presidents of Arizona State University, University of Arizona, and Northern Arizona University to create an operational plan that reflected the board’s vision, goals, and strategic directions. A primary objective was to transform the system (or enterprise) vision into concrete goals and outcomes that would directly connect to financial decision making at the system and university level. The backdrop for higher education planning and budgeting expectations included the continuation of severe reductions in state funding, rapidly increasing student tuition and fees, and a call for greater accountability. The planning processes were characterized by the integration of board and presidential discussions, inclusion of constituent debate, identification of strategic choices, and approval of outcomes focused on measuring performance. The integration ran across and within three organizations or levels that included the Arizona Board of Regents, its system administration, and the three universities.

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Planning for Higher Education Journal

Published
April 1, 2017

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College Affordability and Institutional Pricing Policies

Institutions would do well to make their complex pricing policies more clear to students and families to help them understand how a higher education is more affordable than most people believe.

From Volume 45 Number 3 | April–June 2017

Abstract: The complexity of college pricing policies makes it difficult for students and families to understand how much they will have to pay and which colleges will fit their budgets. Colleges and universities should be able to explain their pricing and aid policies and why they have chosen them. Both financial aid and the high returns on a postsecondary education make college more affordable than most people believe. Colleges should take responsibility for clarifying this confusing issue.

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Planning for Higher Education Journal

Published
April 1, 2017

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So, You Need a New Chart of Accounts

Designing a new chart of accounts provides an opportunity to review and improve current practice and positively affect institutional financial data use and reporting.

From Volume 45 Number 3 | April–June 2017

Abstract: This article provides an overview of the process for the design of a new institutional chart of accounts. It includes some background as to the nature and purpose of a chart of accounts and also speaks to the details of the design process. Implications for data security and usability through design are highlighted, and practical tips on the process to ensure inclusion are featured.

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